Set up Credit Plans for use with John Deere Financial during settling orders in Order Entry. Search for an existing Credit Plan using Find. Use the Add button to create a new Credit Plan.
| Access |
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Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Setup > Access Credit Plan Numbers. |
Enter the Credit Plan Number as assigned by John Deere Financial in this six character alpha-numeric field. This Plan Number will be one to five digits followed by a letter. Be aware that leading zeros are not allowed.
The Description of the credit plan that will appear on the customer receipt.
Enter the Start date for seasonal credit plans using the drop down calendar or enter using the mm/dd/yy date format. This field can remain blank if not a seasonal plan.
Enter the End date of seasonal credit plans using the drop down calendar or enter using the mm/dd/yy date format. This field can remain blank if not a seasonal plan.
Enter the percentage used as the Default Admin Fee when assessing the administrative fee.
Use Createdand Modified to view the Username, Date and Time the Credit Plan Number was created or edited.
Sites
Use the Sites tab to add or remove the Site IDs.
Click 
to add a line to the Sites grid.
Enter the Site ID or select F12 to search to add the site this credit plan will be available to add to customer accounts.
The Site Name populates automatically when Site is chosen.
The Admin Fee column populates with the Default Admin Fee as set above. Click into the field and enter the percentage of any site specific Admin Fee.
Use 
to remove a Site.